# Sevenbridge Financial Group, LLC

> Sevenbridge Financial Group, LLC is an SEC-registered investment advisory firm in Harrisburg, PA, registered since 2015, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 14, 2026.

- CRD: 281037
- Filed as: SEVENBRIDGE FINANCIAL GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Harrisburg, PA
- Filing period: October 2026
- Form ADV filing dated: September 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/281037
- AdvisorCensus page: https://advisorcensus.com/firm/sevenbridge-financial-group-llc-harrisburg-pa-281037

## Quick answers

**How is Sevenbridge Financial Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Sevenbridge Financial Group, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Sevenbridge Financial Group, LLC charge?**
Its Form ADV Part 2A brochure dated February 26, 2026 states: Flat fee: $5,000 to $25,000 (stand-alone financial planning services); Flat fee: up to $150,000 (business consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Sevenbridge Financial Group, LLC located?**
Sevenbridge Financial Group, LLC's principal office is in Harrisburg, PA, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Sevenbridge Financial Group, LLC registered with the SEC or a state?**
Sevenbridge Financial Group, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 281037.

**How much does Sevenbridge Financial Group, LLC manage?**
Sevenbridge Financial Group, LLC reports $731,061,433 in regulatory assets under management in its Form ADV filing dated September 14, 2026 (100% discretionary).

**How have Sevenbridge Financial Group, LLC's assets and staff changed since 2021?**
In the Form ADV data for Sevenbridge Financial Group, LLC: Regulatory assets under management: $378,275,000 in the October 2021 data and $731,061,433 in the October 2026 data, up 93%. Total employees: 7 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Sevenbridge Financial Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (262); high net worth individuals (139).

**Which custodians does Sevenbridge Financial Group, LLC use?**
Sevenbridge Financial Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Sevenbridge Financial Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/281037

**Does Sevenbridge Financial Group, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 26, 2026 says: "SevenBridge generally does not impose a minimum relationship size."

**What changed in Sevenbridge Financial Group, LLC's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 2 to 3. Regulatory assets under management went from $633,441,344 to $731,061,433 (+15%). Added an office in Greenwood Village, CO. No longer lists an office in Denver, CO.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 26, 2026)

- Account minimum: None

> SevenBridge generally does not impose a minimum relationship size.

- Flat fee: $5,000 to $25,000 (stand-alone financial planning services)

> SevenBridge offers stand-alone financial planning services for a fixed fee ranging from $5,000 to $25,000, which may be negotiable depending on the nature and complexity of each Client’s circumstances.

- Flat fee: up to $150,000 (business consulting services)

> SevenBridge offers business consulting services for a fixed fee ranging up to $150,000, which may be negotiable depending on the nature and complexity of each Client’s circumstances.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $731,061,433
- Discretionary: $731,061,433
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 262 | $143,006,990 |
| High net worth individuals | 139 | $557,237,921 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $8,635,571 |
| Charitable organizations | Fewer than 5 | $10,759,702 |
| Corporations or other businesses not listed above | Fewer than 5 | $11,421,249 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2015 (11 years)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, FL, MD, NC, NJ, NY, PA, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Greenwood Village, CO

### Websites listed on Form ADV (Item 1.I)
- [sevenbridgefinancial.com](https://sevenbridgefinancial.com)
- Facebook @7BRIDGEFINANCIAL
- LinkedIn @6607444
- YouTube @UC0fhoVs_5RhHhSdTFNzCsHA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $378,275,000 | 7 | September 17, 2021 |
| October 2022 | $475,000,000 | 5 | March 31, 2022 |
| October 2023 | $444,150,000 | 5 | July 28, 2023 |
| October 2024 | $552,209,000 | 6 | July 29, 2024 |
| October 2025 | $633,441,344 | 5 | April 29, 2025 |
| October 2026 | $731,061,433 | 6 | September 14, 2026 |

Regulatory assets under management: $378,275,000 in the October 2021 data and $731,061,433 in the October 2026 data, up 93%.
Total employees: 7 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 2 to 3.
- Regulatory assets under management went from $633,441,344 to $731,061,433 (+15%).
- Added an office in Greenwood Village, CO.
- No longer lists an office in Denver, CO.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sevenbridge Financial Group, LLC (CRD 281037): Form ADV filing data as of October 2026.